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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
51	NEWR 51 DELISTED New Relic, Inc. NEWR	233	+50	+27%	$3.05B
52	EPAY 52 DELISTED Bottomline Technologies Inc EPAY	232	+41	+21%	$1.51B
53	ZEN 53 DELISTED ZENDESK INC ZEN	232	+40	+21%	$4.71B
54	54 Axon Enterprise AXON $32.7B	229	+31	+16%	$1.97B
55	55 Atlassian TEAM $53.1B	222	+28	+14%	$4.93B
56	56 HubSpot HUBS $11.9B	219	+20	+10%	$4.05B
57	57 DELISTED CSG Systems International CSGS	210	+7	+3%	$1.42B
58	58 Box BOX $5.41B	209	+2	+1%	$2.2B
59	59 Nice NICE $6.73B	206	+26	+14%	$2.57B
60	60 DELISTED ENVESTNET, INC. ENV	203	+5	+3%	$2.4B
61	61 LiveRamp RAMP $2.28B	200	-7	-3%	$1.74B
62	62 Pegasystems PEGA $5.86B	198	+14	+8%	$2.18B
63	63 Commault Systems CVLT $6.45B	195	-9	-4%	$2.49B
64	EBIX 64 DELISTED Ebix Inc EBIX	189	+14	+8%	$1.56B
65	65 FIVE9 FIVN $2.58B	183	+24	+15%	$1.6B
66	66 Morningstar MORN $7.78B	177	-4	-2%	$1.58B
67	67 8x8 Inc EGHT $298M	176	-1	-0.6%	$1.28B
68	68 Donnelley Financial Solutions DFIN $1.25B	174	0	0%	$521M
69	69 SPS Commerce SPSC $3.1B	170	+11	+7%	$1.07B
70	70 Dropbox DBX $7.92B	168	+168	–	$1.69B
71	71 Q2 Holdings QTWO $3.84B	168	+5	+3%	$1.8B
72	72 Paylocity PCTY $8.78B	163	+4	+3%	$1.71B
73	COUP 73 DELISTED Coupa Software Incorporated COUP	157	+27	+21%	$2.39B
74	74 BlackLine BL $1.74B	156	+33	+27%	$1.68B
75	75 RELX RELX $66.6B	148	+14	+10%	$642M